Services
Real Estate Investor CRM
A one-shop system for investors, wholesalers and cash buyers — from the first seller lead to the closing table.
Overview
What we deliver
Low-quality leads, heavy competition and tools that don’t talk to each other make real estate lead generation hard. We build a single CRM that captures every lead, tracks every conversation and shows you which marketing actually pays off.
- Seller and buyer lead intake from every source
- Acquisitions and dispositions pipelines
- Offer, contract and e-signature integrations
- Follow-up tasks and automated reminders
- smrtPhone calling and SMS integration
- Cost-per-lead, KPI and ROI tracking
- Buyers list management and deal blasts
Our lead engine workflow
- Data pulling and list building
- Normalisation of data and skip tracing
- Campaign execution (SMS, RVM, cold calling)
- Push leads to the CRM automatically
- Qualify the lead and hand off to acquisitions
- Track KPIs from marketing spend to profit
Benefits
Built to save time and win more business
How we work
A simple, proven process
Most projects go from kickoff to launch in 6–10 weeks, with post-launch support included.
Discovery & consultation
We map your current tools, data and bottlenecks, and agree on the outcomes that matter.
Strategy & design
A clear plan for workspaces, automations and campaigns — with timeline and cost up front.
Build & automate
We develop, integrate and test the system, then train your team with simple documentation.
Launch, measure & improve
Go live with support, track KPIs and keep optimising as your business grows.
FAQ
Questions about this service
We already use a real estate CRM. Can you help?
Yes. We can optimise your current setup, integrate the tools you rely on, or migrate you to a Podio or Tape system built around your process.
Do you also run the marketing?
We can. Our team handles list building, skip tracing, SMS, RVM and cold calling campaigns, and pushes qualified leads straight into your CRM.
Ready to put your business on autopilot?
Tell us what you want to automate. We’ll reply within one business day with next steps — no obligation.